W-9 Form using JotForm

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    akadish
    Asked on September 16, 2013 at 06:06 PM

    Who has a simple solution to posting of a W-9 form which would automatically fill in the persons name and then allow him to sign and we could print on our end for tax's...... Also as another option how about a simple way for him to print it himself....yes I could give they the URL and ask for a sign, scan and upload....looking for a cleaner method

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    Cesar
    Answered on September 16, 2013 at 11:18 PM

    Hello akadish,

    From what I grasp, you want to be able to receive the user's W-9 form data and allow the user to verify his submission with an E-Signature.

    There are various ways you can go about achieving this. It all depends on which workflow best accomodates to your needs.

    Solution #1:

    If you do have a website where you currently host the W-9 form. The user can download the form from your site (i.e. http://www.irs.gov/pub/irs-pdf/fw9.pdf). Then they can upload it through our form and sign their submission.

    Example Form: http://jotformpro.com/form/32588653864974

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    Solution #2:

    Build the W-9 Form through JotForm's Form Editor. So when they access the form they can fill in all the information asked by the W-9 Form. Once they fill out the form the last field can be the E-Signature so they can authenticate their submission.

    Example: http://form.jotform.co/form/32588171561862?

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    That is what the user would have on their end. You can also add a Print option for the user to print out the form they just filled out.

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    On your end you can format the Email Alert as to duplicate the W-9 Form's style and formatting. It's just a matter of editting the Email Alert as to show the variables (user submitted data) as you would like to have it displayed.

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    If you need additional assistance or you have another workflow you would like to share, do let us know. We are always here to help.

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    ellenschengrund
    Answered on January 07, 2016 at 06:13 PM

    Is there any way to add a link to the W-9 form on the IRS website (http://www.irs.gov/pub/irs-pdf/fw9.pdf) to the form created in JotForm to ensure the most current version of the IRS form is being used?
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    Chriistian
    Answered on January 08, 2016 at 01:34 AM

    Hi,

     

    I have moved your concern to another thread so we can better assist you. Here is the link to the new thread where we will answer your concern: http://www.jotform.com/answers/739482

     

    Regards.